- Strategise Your Path Towards A Comfortable RetirementAd id : 10814
- Price : Please contact
- Date listed : 2008-Mar-18
- Area : Central Area
Strategise Your Path Towards A Comfortable Retirement
Are you aware that many Singaporeans do not save enough for their retirement? They run the risk of outliving their resources during their retirement years.
You can make a good start by planning early towards a comfortable retirement. All you need to do is to email me with your brief info at ayeefk@hotmail.com, I will meet up with you to discuss on your retirement and other insurance needs. I can be contacted at tel 93820805 for further clarification.
1. Personal Info:
Name:_________________________________________________________
Sex:___________________________________________________________
Date Of Birth:___________________________________________________
Marital Status:__________________________________________________
Occupation:_____________________________________________________
Smoker?(yes/no):________________________________________________
Handphone:_____________________________________________________
2. Retirement Planning Info:
Current savings per month:________________________________________
How much of monthly expenses do you n! eed at r etirement?:_____________
At what age, do you plan to retire?:_________________________________
*How many years of retirement to provide for?:_________________________
(NOTE: Life expectancy varies between males & females. On average, males live up to age 83, females up to age 88)
3. Other major concerns? (Please indicate with a # at the appropriate field)
Family income protection - ( )
Disability/Critical illness protection - ( )
Medical expenses protection - ( )
Investment planning - ( )
Child education planning - ( )
Other saving goals - ( )
I will get in touch with you soon on your request.
Anthony Yee
Financial Planner
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